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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
B
851
Barings
North Carolina
$314K -$244K -1,158 -42%
FM
852
Foster & Motley
Ohio
$314K -$22.1K -105 -6%
TSWM
853
Triangle Securities Wealth Management
North Carolina
$312K -$19K -90 -5%
CFA
854
Carroll Financial Associates
North Carolina
$312K – – –
SAM
855
Strategy Asset Managers
California
$312K +$1.69K +8 +0.5%
IB
856
Intrust Bank
Kansas
$312K +$104K +492 +45%
FAFN
857
First Affirmative Financial Network
Colorado
$309K +$331K +1,572 New
BC
858
Bridgefront Capital
Texas
$308K +$330K +1,566 New
BL
859
Balentine LLC
Georgia
$306K +$63K +299 +24%
OPS
860
Orion Portfolio Solutions
Nebraska
$305K +$54.1K +257 +20%
FA
861
FDx Advisors
Illinois
$304K +$325K +1,545 New
GRP
862
Global Retirement Partners
California
$300K -$1.26K -6 -0.4%
IP
863
Investment Partners
Ohio
$299K +$1.9K +9 +0.6%
PCM
864
Perritt Capital Management
Illinois
$297K – – –
MMPW
865
Mitchell McLeod Pugh & Williams
Alabama
$296K -$20.2K -96 -6%
MCA
866
Mercer Capital Advisers
New Jersey
$295K – – –
SFG
867
Summit Financial Group
West Virginia
$295K – – –
ZAM
868
Zevin Asset Management
Massachusetts
$295K – – –
GWSG
869
GPS Wealth Strategies Group
Colorado
$293K -$12.2K -58 -4%
KWM
870
Keebeck Wealth Management
Illinois
$293K – – –
VFA
871
Valeo Financial Advisors
Indiana
$293K +$27.4K +130 +10%
AWM
872
Accel Wealth Management
Iowa
$292K +$4.42K +21 +1%
SCM
873
Shelton Capital Management
Colorado
$291K – – –
ACG
874
Allen Capital Group
Nebraska
$287K -$989K -4,694 -76%
PFM
875
Parsec Financial Management
North Carolina
$286K +$36K +171 +15%
33 34
35
36 37